Skip to content
English
  • There are no suggestions because the search field is empty.

How do I create a Category?

Categories are used to structure and organize records in the system, such as Groups. This guide explains how to create a new category and make it available for use.

 

1. Click your name in the top-right corner.

2. Select "System settings".

System settings MM10 ENG 1

3. Go to Group → Categories by open the hamburger menu up to the left. 

Category MM10 ENG 1
4. Review the list of existing categories.
5. Click "+ Add" to create a new category.

Category MM10 ENG 2

 

Enter the following information:

6. Name – The name of the category
7. Description – What the category is used for
8. Icon – Optional icon for visual identification
9. Text color – Optional color for the category text

10. Click Save when finished.

Group category MM10 ENG 2

Verify the category

11. Leave system settings.
12. Click "Create" .
13. Select "Group".
14. Your newly created category is now available in the list.

 

Category MM10 ENG 3


 

The category can now be used when creating and organizing user groups in the system.